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Wells Fargo
WFC

Overview Fund Activity

2,518 hedge funds and large institutions have $177B invested in Wells Fargo in 2025 Q1 according to their latest regulatory filings, with 189 funds opening new positions, 962 increasing their positions, 993 reducing their positions, and 152 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,518
Holders Change
-9
Holders Change %
-0.36%
% of All Funds
34.2%
Holding in Top 10
83
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-5.68%
% of All Funds
1.13%
New
189
Increased
962
Reduced
993
Closed
152
Calls
$3.78B
Puts
$4.03B
Net Calls
-$250M
Net Calls Change
-$899M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$783M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$567M
3
Barclays
Barclays
United Kingdom
+$476M
4
BlackRock
BlackRock
New York
+$409M
5
Morgan Stanley
Morgan Stanley
New York
+$378M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$1.17B
2
Dodge & Cox
Dodge & Cox
California
-$921M
3
Capital International Investors
Capital International Investors
California
-$392M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$347M
5
Millennium Management
Millennium Management
New York
-$311M
Name Holding Trade Value Shares
Change 		Shares
Change %
KAM
2626
KEB Asset Management
Illinois
– -$217K -3,083 Closed
LA
2627
LM Advisors
California
– -$214K -3,049 Closed
DIP
2628
Davis Investment Partners
North Carolina
– -$213K -3,043 Closed
HVIA
2629
Hudson Valley Investment Advisors
New York
– -$205K -2,915 Closed
GD
2630
Grandfield & Dodd
New York
– -$204K -2,898 Closed
MAM
2631
McLean Asset Management
Virginia
– -$202K -2,873 Closed
NCM
2632
Nelson Capital Management
California
– -$201K -2,868 Closed
EFSCE
2633
Enterprise Financial Services Corp (EFSC)
Missouri
– -$201K -2,855 Closed
AAS
2634
Asset Allocation Strategies
Michigan
– -$218K -2,756 Closed
BFWM
2635
Bright Futures Wealth Management
New York
– -$206K -2,627 Closed
LJHT
2636
Laurie J. Hall Trustee
– -$183K -2,602 Closed
PFA
2637
Pathway Financial Advisers
Indiana
– -$182K -2,597 Closed
KFA
2638
Kapstone Financial Advisors
Ohio
– -$200K -2,557 Closed
ECM
2639
Elgethun Capital Management
South Dakota
– -$161K -2,297 Closed
PCWA
2640
Pacific Capital Wealth Advisors
California
– -$158K -2,245 Closed
KBFS
2641
Kohmann Bosshard Financial Services
Ohio
– -$110K -1,564 Closed
EAM
2642
Exane Asset Management
France
– -$96.9K -1,332 Closed
VHAM
2643
Van Hulzen Asset Management
California
– -$90.3K -1,285 Closed
FLP
2644
Financial Life Planners
Arizona
– -$86.6K -1,233 Closed
EBA
2645
Eagle Bay Advisors
New York
– -$77.4K -1,102 Closed
KFP
2646
Keener Financial Planning
Texas
– -$70K -1,000 Closed
MB
2647
Mizuho Bank
Japan
– -$68.8K -980 Closed
CJL
2648
Cyrus J. Lawrence
New York
– -$66K -945 Closed
LG
2649
LAM Group
Oregon
– -$63.2K -900 Closed
MFG
2650
Mendota Financial Group
Wisconsin
– -$53.9K -767 Closed
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